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The Private Investment Group, Inc.

● SEC registered since 2003CRD 128876SEC# 801-62497Centerville, OH
Export (members)
Reg. AUM
$157.1M
Employees
4
Accounts
454
Location
Centerville, OH

The Private Investment Group, Inc. assets under management

The Private Investment Group, Inc. is an SEC-registered investment adviser based in Centerville, OH. The firm has been registered since 2003. It reports $157.1 million in regulatory assets under management and employs 4 people.

The Private Investment Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Alfredo Arturo Sandoval ControlPresidentOver 75%2002
Nicholas David Schubeler ControlChief Compliance Officer, Chief Investment OfficerUnder 5%2022

Frequently asked questions

How much does The Private Investment Group, Inc. manage?

The Private Investment Group, Inc. reports $157.1 million in regulatory assets under management on its Form ADV.

How many employees does The Private Investment Group, Inc. have?

The Private Investment Group, Inc. reports 4 employees.

Where is The Private Investment Group, Inc. located?

The Private Investment Group, Inc. is based in Centerville, OH and has been SEC-registered since 2003.

Does The Private Investment Group, Inc. disclose fund performance?

The Private Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 East Franklin Street, Suite 222, Centerville, OH 45459
Phone937-434-0500
Fax937-428-9200
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.1M
Non-discretionary$969K
Total (RAUM)$157.1M